Plancorp LLC’s Shopify SHOP Stock Holding History

Plancorp LLC’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,767	Closed	-$551K	–	386
2025 Q1	$551K	Buy	5,767 +75	+1%	+$8.17K	0.02%	199
2024 Q4	$605K	Hold	5,692	–	–	0.02%	169
2024 Q3	$456K	Buy	+5,692	New	+$393K	0.02%	198

Other funds holding SHOP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Plancorp LLC's SHOP Position: Q2 2025 in Review

Plancorp LLC sold out of Shopify (SHOP) in Q2 2025, closing a stake of 5,767 shares — an estimated $551K sold.

Plancorp LLC first reported a position in SHOP in Q3 2024 and held it in 3 quarters. The position peaked at $605K in Q4 2024. 1,555 funds tracked by Wall St. Rank hold SHOP as of Q2 2025.

Plancorp LLC reported no remaining Shopify position as of Q2 2025 after selling out during the quarter.
Plancorp LLC sold 5,767 Shopify shares in Q2 2025, an estimated $551K.
Plancorp LLC first reported a position in Shopify in Q3 2024 and held it in 3 quarters.
Plancorp LLC's Shopify position peaked at $605K in Q4 2024.
1,555 funds tracked by Wall St. Rank held Shopify as of Q2 2025.

Based on Plancorp LLC's 13F filing for Q2 2025, filed 16 Jul 2025.